Articles written by Charles Paikert
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A hotshot Canadian CEO tears through the RIA market like the polar vortex, sweeping up $16 billion in AUM and ringing the bell on an NYSE listing that could fuel even more deals
Kurt MacAlpine plans to keep buying fast and fearlessly for CI Financial, but skeptics say frothy valuations and high debt are ratcheting up risk.
November 18, 2020 at 3:39 AM
Focus Financial CEO pumps brakes hard on M&A market, waiting for a return to 'normal' -- and buyers of Focus stock bid up price as debt ratio improves
Rudy Adolf sees RIA-seller supply catching up with serial-buyer demand soon enough and that his roll-up's discipline will pay dividends and restore its market leadership
August 25, 2020 at 3:39 AM
Opinion: RIAs taking Paycheck Protection Program (PPP) loans fall well short of slam-dunk justifications in healthy industry -- especially if advisors leave them off the ADV
Dangled like free money and dressed up as AFLAC, the Payroll Protection loans triggered primal survival instincts and differing ideas of due care to clients, self and one's fellow man.
July 17, 2020 at 8:13 PM
Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers
Sellers are still getting paid at familiar sales prices, but some of the bad old days of 'earn-outs' are back, which delays the time when they can stop worrying about firm cash flow
June 24, 2020 at 2:05 AM
Thanks to a minor explosion in minority-stake deals, RIA M&A is still sizzling but it may be seller beware
For the RIA principal who wants cash, control and chips off the table, it's M&A ambrosia; but sophisticated buyers may be extracting more value than sellers realize
May 27, 2020 at 5:01 PM
Drawn out of his own startup, Ed Friedman lands at Summit Financial, tasked with raising the Merchant Investment-backed RIA's national profile
The ex-Hightower, ex-Dynasty recruiter joins Stan Gregor's early-stage RIA roll-up, with mighty backing and good momentum
May 15, 2020 at 10:18 PM
What Fortigent advisors said in Santa Barbara, and what execs say may be next for the LPL-owned outsourcer
With Andy Putterman, Scott Welch and a big cadre of Fortigent's biggest customers living well together, a picture emerged
October 8, 2012 at 5:32 AM
How WilmerHale is positioning its $3.3B-AUA RIA as outsourcer and owner in a $750-billion market
Silver Bridge, backed by the high-power law firm and headed by a former JPMorgan Chase division president, is exploiting the need of single-family offices to gain scale without merging to become multifamily offices
June 25, 2012 at 4:55 AM
An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues
Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal
May 3, 2012 at 5:21 AM
Wells Fargo targets tempting but treacherous UHNW market with Abbot Downing launch
With $33 billion of assets and legacy Lowry Hill and Calibre elements, the unit plans to hit the ground running and compete in a realm where RIAs are only starting to make a dent
